Best Investors Account Sign in

Nicole Megowan

Morgan Stanley

Valencia, CA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-07
TX RA APPROVED 2026-07-07
  • CA RA
    APPROVED
    Since 2026-07-07
  • TX RA
    APPROVED
    Since 2026-07-07

Branch Locations

24300 Town Center Dr. Suite 200, Valencia, CA 91355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unruh Spine Center Newhall CA 07/2016 02/2017
Martin & Company Valencia CA 02/2017 11/2018
Hd Vest Investment Services Valencia CA 11/2017 11/2018
One Capital Management, Llc Westlake Village CA 11/2018 02/2020
Wedbush Securities Inc. Los Angeles CA 09/2020 04/2021
Unemployed Sherman Oaks CA 03/2020 08/2020
Csun Northridge CA 08/2015 12/2017
First Republic Investment Management, Inc. Los Angeles CA 04/2021 10/2023
First Republic Securities Company Los Angeles CA 02/2022 10/2023
J.P. Morgan Securities Llc Los Angeles CA 09/2023 06/2026
Jp Morgan Chase Bank, N.A. Los Angeles CA 10/2023 06/2026
Morgan Stanley Valencia CA 06/2026 Present
  • 07/2016 → 02/2017
    Unruh Spine Center
    Newhall, CA
  • 02/2017 → 11/2018
    Martin & Company
    Valencia, CA
  • 11/2017 → 11/2018
    Hd Vest Investment Services
    Valencia, CA
  • 11/2018 → 02/2020
    One Capital Management, Llc
    Westlake Village, CA
  • 09/2020 → 04/2021
    Wedbush Securities Inc.
    Los Angeles, CA
  • 03/2020 → 08/2020
    Unemployed
    Sherman Oaks, CA
  • 08/2015 → 12/2017
    Csun
    Northridge, CA
  • 04/2021 → 10/2023
    First Republic Investment Management, Inc.
    Los Angeles, CA
  • 02/2022 → 10/2023
    First Republic Securities Company
    Los Angeles, CA
  • 09/2023 → 06/2026
    J.P. Morgan Securities Llc
    Los Angeles, CA
  • 10/2023 → 06/2026
    Jp Morgan Chase Bank, N.A.
    Los Angeles, CA
  • 06/2026 → Present
    Morgan Stanley
    Valencia, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-25
S65 Uniform Investment Adviser Law Examination 2019-10-14
  • S63 Uniform Securities Agent State Law Examination
    2023-04-25
  • S65 Uniform Investment Adviser Law Examination
    2019-10-14
Other Names
  • Nicole Lowry
  • Nicole Ashton Lowry

View on SEC IAPD

Other Firms

PROSPERITAS FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
ADVUS FINANCIAL PARTNERS, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Other Investors

CHRISTOPHER MATTHEW INGRAM
JENNIFER CARYN BROWN
BYRON PATRICIO ALVARADO
Frederic Matthew Wachtel
HOWARD MARTINEZ
Dulce Melody Vazquez
Rudy Henry Herrera
Eric Abrahamian

Other Offices

PROSPERITAS FINANCIAL, LLC · VALENCIA, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Valencia, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
OSAIC WEALTH, INC. · SANTA CLARITA, CA
PROSPERITAS FINANCIAL, LLC · Valencia, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · VALENCIA, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · VALENCIA, CA

More in Valencia, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor